Question

• How can I convert my estimate into Work Orders for contouring?
• How to translate estimate line items into Work Orders?

Confirm Estimate Has Line Items

Before converting your estimate to work orders, ensure it has line items

1. Navigate to the Job Slideboard. 
2. Scroll down to the Accounting Information section and select Accounting Details
   
3. Click the "Estimates" button
4. From there, you'll be able to see all estimates currently on the job. 
5. In order for Work Orders to be generated from an Estimate, there has to be Line Item information on that Estimate. 
6. If you see a Line Item Total for an Estimate, you should be able to generate Work Orders.
7. If you don't see a Line Item Total listed for an Estimate, then that Estimate was not uploaded or imported to the job properly.
   • For assistance with getting the estimate onto the job in DASH, select one of the options below:
     • Uploading Estimate into a job in DASH 
     • Importing Estimate from Claims Workspace
     • Importing Estimate from Xactimate 

Generate Work Orders

1. To convert an Estimate into Work Orders navigate to the Job Slideboard
2. Scroll down to the Accounting Information section, and select WO/PO.
   
3. Select Convert Estimate to Work Order.
4. A small window will appear for your Work Order settings
   
   1. Check/uncheck desired settings (Include Profit, Include Overhead, Include Material Taxes, or Include Other Taxes)
   2. Select the Estimate you'd like to generate Work Orders from
   3. Set the Work Order Start Date. It defaults to the day you're generating the work orders, but can be adjusted later - see Work Order Scheduler.
5. Click Generate Work Orders . 
6. You'll see notifications of the progress of the conversion in the bottom left of the page. The system will refresh the page once it's done generating Work Orders.
    
7. You can also check the status of the Conversion in the Notification Center. Click the White Bell icon and you can see your most recent Notifications.

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